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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-14
TX RA APPROVED 2022-08-15
WA RA APPROVED 2022-07-05
  • NC RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED
    Since 2022-08-15
  • WA RA
    APPROVED
    Since 2022-07-05

Branch Locations

401 N Tryon St Ci Client Management, Charlotte, NC 28255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Silverdale WA 02/2022 Present
Amway Ada Township MI 12/2015 02/2022
Wafd Bank Bremerton WA 06/2020 02/2022
Sugar Studios Silverdale WA 02/2020 06/2020
State Employees' Credit Union Charlotte NC 12/2016 02/2020
Big View Diner Charlotte NC 02/2016 12/2016
Philly Pretzel Factory Charlotte NC 08/2018 01/2020
Bank Of America, N.A. Silverdale WA 05/2022 Present
  • 02/2022 → Present
    Silverdale, WA
  • 12/2015 → 02/2022
    Amway
    Ada Township, MI
  • 06/2020 → 02/2022
    Wafd Bank
    Bremerton, WA
  • 02/2020 → 06/2020
    Sugar Studios
    Silverdale, WA
  • 12/2016 → 02/2020
    State Employees' Credit Union
    Charlotte, NC
  • 02/2016 → 12/2016
    Big View Diner
    Charlotte, NC
  • 08/2018 → 01/2020
    Philly Pretzel Factory
    Charlotte, NC
  • 05/2022 → Present
    Bank Of America, N.A.
    Silverdale, WA
Other Businesses

Amway Non investment related Address East, Ade Michigan Direct sales in the home, beauty and skincare fields Independent Amway business owner Since December 2015 Approximate hours per month 10-15 Zero hours during securities trading hours Duties include virtual trainings on new products, service and delivery of products to existing customers through one on one meetings or mail, and/or support with helping them place their own orders I*: 1989290 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Bremerton, WA Investment Related: No Position, Title, Association: Co-owner with other family member Employee Start Date: 09/11/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties:. I*757252, Entity Type: Entity For Profit, Name of OBA: Amway Corp, Address: Ada, Michigan 49355, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 01/01/2022, No Hours: 5, No Hours during trading: 0, Duties: Sales of Health, Beauty and home items.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
  • S66 Uniform Combined State Law Examination
    2022-07-01
Other Names
  • Alyson Michele Kreifels

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